Wealth Management Refined
How Our Holland Capital Management Works
Discover how Holland Capital Management’s unique approach can help you feel more confident about your money.
Keep Your Money Working In Good And Bad Markets
Wealth management today is commoditized. That often means more attention to increasing firm profit margins than caring for your assets. You may work with a “relationship manager,” but your money is often managed by those you may never meet.
Our Holland Capital Management team includes a Chartered Financial Analyst®. Regarded by many as the most difficult credential to attain, you can expect an in-depth analysis with less guesswork.
Preservation Is The Most Overlooked Principle of Wealth Management
That’s why we’re different. At Holland Capital Management, you work directly with a seasoned, highly credentialed professional, who coordinates a team of specialists to meet your needs.
We Follow a Dedicated Process for Wealth Management
What Can Holland Capital Management Do For You?
Financial planning and retirement planning from a CERTIFIED FINANCIAL PLANNER™
An investment management process designed to generate higher after-tax, risk-adjusted returns
Trust advisory, coordinated directly with your existing CPA and private legal counsel (or our vetted recommendations), to help you maximize tax, estate planning and asset protection opportunities
Life insurance, both for protection and advanced financial planning strategies
Flexible lending options so you can tap your wealth when needed without hassles
Can Holland Capital Management Help You Achieve Your Goals?
What We Do
An investment management process designed to generate higher after-tax, risk-adjusted returns
Preserve, Strengthen and Grow Your Wealth
Strategies for Wealth Management, Preservation and Growth
We believe every asset in your portfolio should serve a specific purpose. So each holding should strengthen your portfolio. We don’t set it and forget it….assets are continually evaluated and switched out when appropriate.
We ensure that you avoid risks that you are not being adequately compensated for. That may mean not stretching for yield with low-quality assets. Or it may mean moving to interest-earning cash equivalents when the markets start to get rocky. By doing that, we strive to help you minimize losses in volatile markets.
We believe in always having some dry powder to take advantage of opportunities when they arise.
We look for growth with less risk by identifying mispriced assets.
We measure success on an after-tax, risk-adjusted basis.
Benefit from our Multi-Disciplinary Approach
Instead of working with just one financial advisor, you get a team of specialists focused on your financial results.
Financial planning from M. Chad Holland, CFA, CFP™ to chart your course while shoring up blind spots and vulnerabilities.
Customized investment management by a GIPS® compliant money manager.
Trust advisory services, so you can access more sophisticated tax, estate planning and asset protection strategies.
Portfolio lending, so you can easily access funds when you need to.
Life insurance analysis and products for estate and tax planning.
More attention to risk management from our entire team.
Unlimited support, so we're always just an email or phone call away.
Our Holland Capital Management Team
Learn how our unique structure streamlines your wealth management experience, helping you get the expertise you need without the headaches of coordinating it all yourself.
The Right Team
At Holland Capital Management, you work with seasoned professionals who each have decades of experience managing wealth. This unique multi-disciplinary approach is coordinated by M. Chad Holland, CFA, CFP®.
Insights
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Frequently Asked Questions
1. How does your Holland Capital Management handle market volatility?
We believe in preparing for both good and bad markets. Our investment strategies are designed to be defensive as well as offensive, allowing us to manage risk while striving to outperform the market. By focusing on both preservation and growth, we aim to minimize losses during market downturns and capitalize on opportunities when conditions improve.
2. What happens if my financial situation changes unexpectedly?
If your financial situation changes—whether due to a major life event, market shifts, or other factors—our team adapts to your financial plan accordingly. We regularly review and adjust strategies to ensure they remain aligned with your evolving needs and goals. You can contact us anytime to discuss any changes and how they might impact on your plan.
3. How do you ensure that my investment strategy remains effective over time?
We use a dynamic investment management approach that involves continuous monitoring and adjustment of your portfolio. Our team evaluates asset performance regularly, and we make strategic changes to respond to market conditions and your circumstances. This proactive management helps ensure that your investment strategy remains effective and aligned with your goals.
4. Can I access my accounts and financial information online?
Yes, we provide access to your accounts and financial information through a secure online portal. This allows you to view your investment performance, track your financial progress, and stay informed about your wealth management plan. If you have any issues or need assistance with the portal, our team is available to help.
5. What services are included in your Holland Wealth Management services?
Holland Capital Management provides a range of services including financial planning, retirement planning, investment management, trust advisory, life insurance, and portfolio lending. All services are coordinated through a single point of contact to streamline your experience and ensure cohesive strategy implementation.
